efile Public Visual Render
ObjectId: 201603149349301085 - Submission: 2016-11-09
TIN: 53-0196572
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
15
Open to Public Inspection
A
For the 2015 calendar year, or tax year beginning
01-01-2015
, and ending
12-31-2015
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
AMERICAN CHEMICAL SOCIETY
% BRIAN A BERNSTEIN ACS
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
1155 SIXTEENTH STREET NW
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON
,
DC
200364892
D Employer identification number
53-0196572
E Telephone number
(202) 872-6133
G
Gross receipts $
1,354,243,639
F
Name and address of principal officer:
Thomas M Connelly Jr
1155 SIXTEENTH STREETNW
WASHINGTON
,
DC
200364892
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
HTTPS://WWW.ACS.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
0945
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1938
M
State of legal domicile:
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
The ACS is a federally chartered organization whose mission is to advance the broader chemistry ENTERPRISE AND ITS PRACTITIONERS for the benefit of earth & its people
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
15
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
15
5
Total number of individuals employed in calendar year 2015 (Part V, line 2a)
......
5
2,224
6
Total number of volunteers (estimate if necessary)
.............
6
98,137
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
17,646,364
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
4,351,829
5,940,876
9
Program service revenue (Part VIII, line 2g)
.........
489,790,879
493,388,637
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
105,863,000
60,063,431
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
1,987,653
2,824,862
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
601,993,361
562,217,806
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
23,940,995
24,421,036
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
239,706,205
241,959,243
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
0
0
b
Total fundraising expenses (Part IX, column (D), line 25)
1,104,324
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
249,626,407
259,750,780
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
513,273,607
526,131,059
19
Revenue less expenses. Subtract line 18 from line 12
.......
88,719,754
36,086,747
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
1,343,475,112
1,306,055,870
21
Total liabilities (Part X, line 26)
.............
496,035,671
468,468,923
22
Net assets or fund balances. Subtract line 21 from line 20
.....
847,439,441
837,586,947
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
2016-11-09
Signature of officer
Date
BRIAN A BERNSTEIN
TREASURER & CFO
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Ray LY
Preparer's signature
Ray LY
Date
Check
if
self-employed
PTIN
P01205643
Firm's name
KPMG LLP
Firm's EIN
Firm's address
1676 INTERNATIONAL DRIVE
MCLEAN
,
VA
22102
Phone no.
(703) 286-8000
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2015)
Page 2
Form 990 (2015)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
THE AMERICAN CHEMICAL SOCIETY IS A FEDERALLY CHARTERED ORGANIZATION WHOSE MISSION IS TO ADVANCE THE BROADER CHEMISTRY ENTERPRISE AND ITS PRACTITIONERS FOR THE BENEFIT OF EARTH AND ITS PEOPLE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
383,930,373
including grants of $
) (Revenue $
465,446,669
)
Information Services - The American Chemical Society (ACS) achieves its goal to be an indispensable professional and information resource for members and other chemistry-related practitioners through two publishing divisions, Chemical Abstracts Service (CAS) and ACS Publications. These divisions provide significant services to ACS members and the global scientific community with accurate, timely, and authoritative chemical and related scientific information. The CAS team of highly trained scientists finds, collects, and organizes all publicly disclosed substance information, creating the world's most valuable collection of content that is vital to innovation worldwide. Scientific researchers, patent professionals and business leaders around the world rely on a suite of research solutions from CAS that enable discovery and facilitate workflows to fuel tomorrows innovation. CAS is creating innovative solutions that improve efficiencies for scientists and patent searchers around the world. In 2015, CAS continued its evolution from a publisher to a solutions provider. In addition to providing the largest and highest quality content, CAS delivers innovative, new solutions for intellectual property and science professionals. CAS added several new solutions into its portfolio in 2015. - NCI(TM) Global provides regulatory information for organizations that manufacture, import, export or transport chemicals. - PatentPak(TM) is a robust workflow solution designed to radically reduce time spent acquiring and searching through multiple patents to find vital chemistry. PatentPak leverages the efforts of CAS scientists so researchers can instantly access full-text patents from major patent offices, rapidly find specific locations of chemical information within the patents and find equivalent patents in familiar languages with patent family connections. PatentPak is available in SciFinder and STN. - Enhancements to CHEMCATS allow researchers to conveniently find chemicals for purchase from reputable chemical suppliers as part of their SciFinder search. More than 1,000 scientists assemble, curate, and assure the quality of the CAS content, so researchers can efficiently and reliably explore the largest collection of disclosed chemical synthesis information from 1840 to the present. Consistent with past performance, CAS databases experienced robust growth, with more than 1.5 million patents, journal articles and other disclosed research sources added, for a new total of more than 42 million records available in the CAplus (SM) database. Updated daily, CAS added more than 1.7 million new single-step reactions to CASREACT, with more than 85 million single- and multi-step reactions, plus synthetic preparations now available to researchers. The CAS REGISTRY (SM)is the largest and most authoritative collection of chemical substance information available to researchers. In addition to covering substances from journals and patents, CAS REGISTRY includes substances from chemical catalogs, worldwide governmental regulatory agencies and reputable web resources. In 2015, more than 13.5 million new substances were added to CAS REGISTRY, which now contains more than 105 million unique organic and inorganic substances. The 100 millionth CAS Registry Number (CAS RNTM 1786400-23-4) was assigned June 29, 2015 from a substance reported in a World Intellectual Property Organization (WIPO) patent (WO 2015081280). The inventors from Coferon Inc. in Stony Brook, NY claim the molecule is a novel therapeutic designed to treat acute myeloid leukemia. Through an unparalleled commitment to quality, reliability, and innovation, ACS Publications serves the global scientific community as the leading publisher of 47 peer-reviewed research journals in the chemical and related sciences, and Chemical & Engineering News (C&EN), the leading news magazine of the chemical world. Through its journals, ACS delivers cost-effectively to customers highly valued essential information to sustain scholarship and discovery in the chemical sciences and related disciplines. Living up to their reputation as "most trusted, most cited,and most read", ACS Journals continued their preeminence in citations and impact factors while continuing to develop new and enhanced content and delivery options. More than 40,000 articles authored by research teams globally are selected annually for publication within the Societys peer-reviewed journals, through a rigorous editorial process that has solidified the Societys publishing portfolio as one of preeminence in terms of both subsequent literature citations and Impact Factor ranking metrics. In 2015, the "ACS IS OPEN", initiative successfully expanded the Societys position as an Open Access Publisher by growing its various open access initiatives. ACS Editors Choice continued making available one noteworthy article from the portfolio each day as open access, selected by the journals chief editors. ACS Editors Choice featured articles from every ACS journal and those articles attracted almost 2 million page views in 2015. The ACS ChemWorx app enabled authors to easily track their available vouchers throughout the year. 2015 also saw significantly more authors choosing the ACS AuthorChoice open access method. The Division also successfully launched its first completely open access journal, ACS Central Science, first publishing content in March 2015. Usage of the ACS Publications web platform continued to rise. In 2015, the platform delivered over 1 million original research articles, book chapters, and news stories, and registered over 300 million page views each year from a global community of scientists. ACS individual registrants exceed 400,000 thanks in part to a new e-alert registration widget that simplified the process. ACS Publications introduced ACS2Go, its new mobile delivery capability that enables users complete access to its suite of journals on smartphones and tablets even when not directly connected to their campus network.
4b
(Code:
) (Expenses $
48,891,708
including grants of $
5,871,036
) (Revenue $
17,919,244
)
Education and Membership - Teaching and learning chemistry in the context of our world is a hallmark of the resources, services, and products produced by ACS. Students and educators know that ACS is synonymous with quality. ACS continues to be a leader in science education - to inspire students to seek knowledge and careers in science and prepare them for the realities of the global marketplace. In 2015, ACS reached out to thousands of elementary and secondary school students in new and innovative ways. ACS provided a new generation of undergraduate and graduate students with opportunities to learn skills that they will need to compete and succeed as they move forward with their careers. The American Association of Chemistry Teachers (AACT,) launched in 2014,is the first national, chemistry-specific association of its kind dedicated to K-12 teachers. AACT ended 2015 with more than 3,000 members, 88 percent of whom are K-12 teachers. In 2015, AACT received $100,000 in grants to support the development of online resources. The inaugural DOW & ACCT teacher summit was held in Michigan with overwhelmingly positive results. One of ACS's most successful efforts, the ACS Scholars Program, continues to help underrepresented minority students achieve their dreams of obtaining degrees and careers in a broad range of chemical sciences. In all, nearly 2,840 African-American, Hispanic/Latino, and Native American students have participated in the program since 1995. Of those, 1,590 have earned bachelor's degrees in a chemical science and 40 percent have entered the chemical science workforce, many with advanced degrees. More than 240 of these ACS Scholars have gone on to earn doctoral degrees in chemistry, chemical engineering, or a related discipline. Another premier program, Project SEED, offers high school students the rare opportunity to work in academic, government, or industrial research laboratories for an eight-to-ten week term during the summer to engage in hands-on science research projects under the supervision of volunteer scientists. In 2015, 460 volunteer scientists and coordinators mentored 423 students in nearly 130 institutions. For the 2015-2016 school year, ACS awarded 28 Project SEED College Scholarships, totaling $140,000, to former SEED students for their freshman year in college. The number of undergraduate student chapters has grown to 1,118 with 19,880 ACS student members. The number of ACS International Student chapters grew to 24 in 2015, including new chapters in Brazil, China, Colombia, Egypt, India, Jamaica, Nigeria, and Malaysia. The ACS High School Chemistry Club program, established in 2005 with 15 clubs, now has more than 485 clubs including 11 international clubs. The program celebrated its 10th anniversary with a virtual party. ChemIDP, a new online Individual Development Plan tool designed specifically for graduate students, launched on September 30, 2015. Four key parts make up the ChemIDP platform: self-assessment, skill strengthening, career exploration, and goal setting. ACS Membership and Scientific Advancement (M&SA) programs are administered with the vision that ACS will be the premier professional membership organization for all practitioners of chemistry. As of December 31, 2015, the ACS has nearly 157,000 members. Membership programs are built around five fundamental objectives: - Advance the chemical sciences and technologies through the delivery of high quality programs that provide cutting-edge technical information to all practitioners of chemistry and chemical engineering; - Communicate the value of chemistry and chemical engineering to the public by providing excellent volunteer-based programs and activities to members, local sections, and technical divisions; - Support a diverse community of chemical professionals through value-based programs, services, and information that allow chemical practitioners to develop and manage their careers in a global environment; - Advance the frontiers of science in multidisciplinary, international context; ensure advances in scientific knowledge and education benefit the global scientific community; and to foster a lifelong connection among international chemical professionals to ACS; and - Advance the implementation of green chemistry and engineering principles into all aspects of the global chemistry enterprise. In 2015, the ACS held two national and six regional meetings. It also partnered with six other chemical societies from the Pacific Basin when hosting the international Chemical Congress of Pacific Basin Societies, also known as Pacifichem. The scientific conference, which is held every five years, offers a chance for chemists from around the globe to talk face-to-face about their work. Pacifichem is just one manifestation of the increasing globalization of chemistry. Several of ACSs other programs are designed to assist its members in this new reality,helping them to connect to whats going on around the world. The ACS Office of International Activities (OIA) organized a number of key activities in 2015, advancing chemistry and the Societys commitment to "cooperate with scientist internationally and be concerned with the worldwide application of chemistry to the needs of humanity". In so doing, ACS developed new international chapters and alliances and advanced science and human rights. M&SA continues to offer innovative solutions to better serve ACS members. The ACS Career Navigator continues to provide members and other chemistry-related professionals with a one-stop-shop of key resources to help them succeed in the global chemistry enterprise with all stages of their careers. ACS Career Navigator seamlessly combines the offering of ACS Career Services, Professional Education, Leadership Development, and Market Intelligence into a single, unified experience for ACS members and potential members. In 2015, the ACS Career Navigator achieved more than 8,700 substantial interactions worldwide with ACS members and potential members to meet their professional needs. The ACS Leadership Development Systems (ACS LDS) offered 47 courses at the ACS Leadership Institute, National Meetings, Regional Meetings, and Local Section events, providing leadership skills training for individuals. The ACS Green Chemistry Institute serves as a nexus, or green chemistry "HUB," by connecting an international network of practitioners from around the world, including government, industrial, academic, non-governmental organizations, and private sectors. The 19th annual Green Chemistry and Engineering Conference was a notable success, attracting 461 participants. It featured 33 technical sessions, a live webinar and other events. An extensive media campaign reached over 96,000 social media accounts.
4c
(Code:
) (Expenses $
21,652,391
including grants of $
18,550,000
) (Revenue $
)
ACS Petroleum Research Fund - The ACS Petroleum Research Fund is a permanently restricted endowment established to provide resources for advanced scientific education and fundamental research in the petroleum field, which may include any field of pure science which affords a basis for subsequent research directly connected with the petroleum field. In 2015, the ACS PRF funded 187 grants, totaling more than $18.6 million. The grants included 72 New Directions grants; 73 Doctoral New Investigator grants; 24 Undergraduate Research grants; and 18 Undergraduate New Investigator grants. The following types of grants are among those funded by the ACS Petroleum Research Fund: - Research Grants for Fundamental Research in the Petroleum Field at PhD-Granting Institutions. Research grants to academic institutions for regularly appointed faculty scientists and engineers to assist advanced scientific education and fundamental research. - Research Grants for Fundamental Research in the Petroleum Field at the Undergraduate level. Research grants to academic institutions on behalf of faculty members in departments not offering a doctoral degree, to support their research with participation by undergraduates. - Research Grants for Fundamental Research in the Petroleum Field for New faculty. - Starter grants to assist the research of young faculty members with a PhD degree who are within their first three years of their first academic appointment as regular faculty members of colleges and universities in the United States.
4d
Other program services (Describe in Schedule O.)
(Expenses $
16,501,824
including grants of $
) (Revenue $
10,056,634
)
4e
Total program service expenses
470,976,296
Form
990
(2015)
Page 3
Form 990 (2015)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
Yes
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
Yes
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
Yes
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
Yes
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
Yes
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Form
990
(2015)
Page 4
Form 990 (2015)
Page
4
Part IV
Checklist of Required Schedules
(continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
Yes
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2015)
Page 5
Form 990 (2015)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
1,101
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
2,224
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
Yes
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
Yes
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
Yes
b
If "Yes," enter the name of the foreign country:
UK
,
CH
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2015)
Page 6
Form 990 (2015)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
Yes
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
Yes
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
Yes
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
Yes
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
AL
,
AK
,
AR
,
CA
,
CT
,
FL
,
GA
,
HI
,
IL
,
KS
,
KY
,
MD
,
MA
,
MI
,
MN
,
MS
,
NH
,
NJ
,
NM
,
NY
,
NC
,
OR
,
PA
,
RI
,
SC
,
TN
,
UT
,
VA
,
WV
,
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
BRIAN A BERNSTEIN ACS
1155 SIXTEENTH STREET NW
WASHINGTON
,
DC
20036
(202) 872-6133
Form
990
(2015)
Page 7
Form 990 (2015)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
DR PAT N CONFALONE
......................................................................
CHAIR, BOD & DIRECTOR,DIST III
20.0
.................
0.0
X
X
0
0
0
(2)
DR THOMAS R GILBERT
......................................................................
DIRECTOR, DISTRICT I
10.0
.................
0.0
X
0
0
0
(3)
DR GEORGE M BODNER
......................................................................
DIRECTOR, DISTRICT II
10.0
.................
0.0
X
0
0
0
(4)
PROF RIGOBERTO HERNANDEZ
......................................................................
DIRECTOR, DISTRICT IV
10.0
.................
0.0
X
0
0
0
(5)
DR JOHN E ADAMS
......................................................................
DIRECTOR, DISTRICT V
10.0
.................
0.0
X
0
0
0
(6)
DR PAUL W JAGODZINSKI
......................................................................
DIRECTOR, DISTRICT VI
10.0
.................
0.0
X
0
0
0
(7)
DR WILLIAM F CARROLL JR
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
0
0
0
(8)
MS VALERIE J KUCK
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
1,800
0
0
(9)
DR INGRID MONTES
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
1,902
0
0
(10)
DR DOROTHY J PHILLIPS
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
0
0
0
(11)
DR BARBARA A SAWREY
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
0
0
0
(12)
DR KATHLEEN M SCHULZ
......................................................................
DIRECTOR-AT-LARGE
10.0
.................
0.0
X
0
0
0
(13)
DR DIANE GROB SCHMIDT
......................................................................
PRESIDENT
30.0
.................
0.0
X
X
0
0
0
(14)
DR DONNA NELSON
......................................................................
PRESIDENT-ELECT
10.0
.................
0.0
X
X
0
0
0
(15)
DR THOMAS J BARTON
......................................................................
IMMEDIATE PAST PRESIDENT
10.0
.................
0.0
X
X
0
0
0
(16)
MS MADELEINE JACOBS
......................................................................
EXEC DIR & CEO-RETIRED 2/13/15
40.0
.................
0.2
X
X
427,881
0
15,191
(17)
DRTHOMAS MCONNELLYJR
......................................................................
EXECUTIVE DIRECTOR & CEO
40.0
.................
0.2
X
X
590,190
0
46,728
Form
990
(2015)
Page 8
Form 990 (2015)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
MR FLINT H LEWIS
........................................................................
SECRETARY & GENERAL COUNSEL
40.0
.......................
0.7
X
452,423
0
52,542
(19)
MR BRIAN A BERNSTEIN
........................................................................
TREASURER & CFO
40.0
.......................
0.7
X
535,625
0
50,090
(20)
MR MANUEL GUZMAN
........................................................................
PRESIDENT, CAS
40.0
.......................
0.7
X
1,014,995
0
49,068
(21)
DR BRIAN D CRAWFORD
........................................................................
PRESIDENT, PUBLICATIONS
40.0
.......................
0.0
X
940,180
0
45,863
(22)
MR JOHN R SULLIVAN
........................................................................
CHIEF INFORMATION OFFICER
40.0
.......................
0.0
X
473,858
0
51,660
(23)
DR MATTHEW J TOUSSANT
........................................................................
SVP, PRODUCT & CONTENT OPS,CAS
40.0
.......................
0.0
X
625,540
0
49,517
(24)
MR CONAL THOMPSON
........................................................................
CTO & VP, INFORMATION TECH,CAS
40.0
.......................
1.5
X
542,688
0
52,098
(25)
DR MICHAEL DENNIS
........................................................................
VP,LEGAL ADM, PMO & INNVTN,CAS
40.0
.......................
1.5
X
387,922
0
48,260
(26)
MR BRANDON NORDIN
........................................................................
SVP, SALES MKTG DGT STGY, PUBS
40.0
.......................
1.5
X
378,761
0
43,362
(27)
MR CRAIG STEPHENS
........................................................................
VP, SALES, CAS
40.0
.......................
1.5
X
366,340
0
51,361
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
6,740,105
0
555,740
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
764
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
JAICI
,
6-25-4 HONKOMAGOMA BUNKYO-KU 113
TOKYO
,
0
JA
ABSTRACTING & SALES
7,046,381
QUATRRO GLOBAL SERVICES PVT LTD
,
119 UDYOG VIHAR PHASE I 122015
GURGAON
,
HARYANA
IN
ABSTRACTING SERVICES
6,168,244
MOLECULAR CONNECTIONS
,
2/2 KARIAPPA ROAD 560004
BASAVANAGUDI
,
BANGALORE
IN
ABSTRACTING SERVICES
5,885,741
CAICI CO LTD
,
56 ZHI CHUN RD 100086
HAIDEN DISTRICT
,
BEIJING
CH
ABSTRACTING SERVICES
3,568,546
SHOOFLY INC
,
DBA-TECHNICAL EDITORIAL SERVICES
CARRBORO
,
NC
27516
EDITORIAL SERVICES
3,270,092
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
207
Form
990
(2015)
Page 9
Form 990 (2015)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
d
Related organizations
1d
e
Government grants (contributions)
1e
409,910
f
All other contributions, gifts, grants, and similar amounts not included above
1f
5,530,966
g
Noncash contributions included
in lines 1a-1f:$
166,134
h Total.
Add lines 1a-1f
.......
5,940,876
Business Code
2a
INFORMATION SERVICES
541800
465,446,669
458,029,545
7,417,124
b
EDUCATION & MEMBERSHIP
541800
17,919,244
7,260,355
206,516
10,452,373
c
MEMBER INSURANCE PROGRAM
525920
10,022,724
10,022,724
d
e
f
All other program service revenue.
g Total.
Add lines 2a–2f
.....
493,388,637
3
Investment income (including dividends, interest, and other
similar amounts)
..........
22,584,502
22,584,502
4
Income from investment of tax-exempt bond proceeds
0
5
Royalties
...........
2,790,952
2,790,952
(ii) Personal
(i) Real
6a
Gross rents
42,103
b
Less: rental expenses
26,409
c
Rental income or (loss)
0
15,694
d
Net rental income or (loss)
......
15,694
15,694
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
829,478,353
b
Less: cost or other basis and sales expenses
791,999,424
c
Gain or (loss)
37,478,929
d
Net gain or (loss)
.....
37,478,929
37,478,929
8a
Gross income from fundraising events (not including $
of contributions reported on line 1c).
See Part IV, line 18
....
a
b
Less: direct expenses
...
b
c
Net income or (loss) from fundraising events
..
0
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
0
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
0
Business Code
Miscellaneous Revenue
11a
MISCELLANEOUS REVENUE
900099
18,216
18,216
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
18,216
12
Total revenue.
See Instructions.
.....
562,217,806
465,323,810
17,646,364
73,306,756
Form
990
(2015)
Page 10
Form 990 (2015)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
23,096,487
23,096,487
2
Grants and other assistance to individuals in the United States. See Part IV, line 22
664,782
664,782
3
Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
659,767
659,767
4
Benefits paid to or for members
0
5
Compensation of current officers, directors, trustees, and key employees
....
4,749,996
2,053,808
2,696,188
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
0
7
Other salaries and wages
181,595,128
160,425,737
20,547,974
621,417
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
16,147,263
12,262,874
3,866,163
18,226
9
Other employee benefits
.......
26,866,130
26,726,218
29,505
110,407
10
Payroll taxes
...........
12,600,726
11,063,298
1,494,074
43,354
11
Fees for services (non-employees):
a
Management
......
0
b
Legal
.........
1,012,775
366,094
646,681
c
Accounting
...........
443,081
15,000
428,081
d
Lobbying
...........
0
e
Professional fundraising services.
See Part IV, line 17
0
f
Investment management fees
......
1,345,622
1,345,622
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
109,064,576
105,647,786
3,371,390
45,400
12
Advertising and promotion
....
14,251,931
14,225,857
25,170
904
13
Office expenses
.......
7,125,849
5,642,747
1,373,067
110,035
14
Information technology
......
27,326,370
22,206,948
5,119,316
106
15
Royalties
..
3,421,990
3,421,990
16
Occupancy
...........
8,486,865
6,048,953
2,437,912
17
Travel
............
14,171,209
10,519,533
3,560,531
91,145
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
0
19
Conferences, conventions, and meetings
....
7,565,602
7,069,384
492,246
3,972
20
Interest
...........
0
21
Payments to affiliates
.......
0
22
Depreciation, depletion, and amortization
..
28,144,849
20,606,977
7,537,872
23
Insurance
...
377,388
292,354
85,034
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
PREMIUM
13,999,973
13,999,973
b
LIBRARY
8,494,735
7,955,333
535,377
4,025
c
PUBLICATION AND DISTRIBUTION
4,900,222
4,893,396
6,826
d
EMPLOYEE TRAIN, DEV, RECRUIT
2,346,242
1,567,259
767,832
11,151
e
All other expenses
7,271,501
8,198,119
-963,974
37,356
25
Total functional expenses.
Add lines 1 through 24e
526,131,059
470,976,296
54,050,439
1,104,324
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2015)
Page 11
Form 990 (2015)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
38,400,518
1
39,882,053
2
Savings and temporary cash investments
.........
16,183,549
2
22,880,843
3
Pledges and grants receivable, net
......
2,419,313
3
3,265,906
4
Accounts receivable, net
.............
114,018,447
4
123,711,929
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0
5
0
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0
6
0
7
Notes and loans receivable, net
....
2,388
7
0
8
Inventories for sale or use
........
870,480
8
223,212
9
Prepaid expenses and deferred charges
......
19,693,940
9
18,753,901
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
324,060,204
b
Less: accumulated depreciation
10b
214,215,486
106,143,195
10c
109,844,718
11
Investments—publicly traded securities
.
933,306,660
11
839,320,379
12
Investments—other securities. See Part IV, line 11
.....
112,003,092
12
147,851,147
13
Investments—program-related. See Part IV, line 11
..
0
13
0
14
Intangible assets
...............
0
14
0
15
Other assets. See Part IV, line 11
...........
433,530
15
321,782
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
1,343,475,112
16
1,306,055,870
17
Accounts payable and accrued expenses
.....
68,392,917
17
63,537,796
18
Grants payable
...
18,348,565
18
18,391,074
19
Deferred revenue
.........
187,105,472
19
197,125,827
20
Tax-exempt bond liabilities
.........
853,256
20
0
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
0
21
0
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
0
22
0
23
Secured mortgages and notes payable to unrelated third parties
..
0
23
0
24
Unsecured notes and loans payable to unrelated third parties
..
0
24
0
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
221,335,461
25
189,414,226
26
Total liabilities.
Add lines 17 through 25
..
496,035,671
26
468,468,923
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
190,104,131
27
202,322,436
28
Temporarily restricted net assets
...........
508,647,209
28
497,230,749
29
Permanently restricted net assets
148,688,101
29
138,033,762
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
847,439,441
33
837,586,947
34
Total liabilities and net assets/fund balances
........
1,343,475,112
34
1,306,055,870
Form
990
(2015)
Page 12
Form 990 (2015)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
562,217,806
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
526,131,059
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
36,086,747
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
847,439,441
5
Net unrealized gains (losses) on investments
...............
5
-64,887,045
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
18,947,804
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
837,586,947
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2015)
Form 990 (2015)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description